Meet The Team

Bruce Primeau, CPA, CFP®, PFS

President, Wealth Advocate

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Jon Govin, CPA, CFP®, AIF®, PFS

Vice President, Wealth Advocate

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Becky Botzet, CFP®, EA

Wealth Advocate

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Matt Wright, CFA®

Chief Investment Officer

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Kay Strand

Administrative Assistant

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Bruce Primeau, CPA, CFP®, PFS

President, Wealth Advocate

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"I enjoy developing relationships with families in need of professional help in managing their financial situation. By becoming the financial "quarterback", we are able to coordinate the efforts of many of the professionals our client's need to design and implement the best available solutions to their financial circumstances."

Career Summary

Bruce is the President and Senior Partner at Summit Wealth Advocates.

In addition to working directly with clients as their Wealth Advocate, Bruce also serves as a member of the SWA Executive Committee (which is responsible for strategic input regarding all of our services) and head of the SWA Investment Advisory Board.

Bruce has over 20 years of experience in the financial services industry and is a Certified Financial PlannerTM.

In addition, Mr. Primeau holds active CPA and PFS designations from the American Institute of Certified Public Accountants.

Before founding Summit, Bruce led the financial planning practice at a boutique financial planning firm in Minneapolis where he worked for more than eight years and was a partner/shareholder.

Bruce received his Bachelor of Arts degree in Accounting from the University of St. Thomas in 1993.

Volunteer: In his spare time, Bruce coaches hockey for his two daughters in Prior Lake and volunteers his time with FANS Race, CPA's Who Care (MN Society of CPAs), and the Twin Cities Financial Planning Day (Financial Planning Association).

Jon Govin, CPA, CFP®, AIF®, PFS

Vice President, Wealth Advocate

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“Successful financial plans are not based on the weight of the plan, but on the results. By working closely with clients we provide solutions to answer the questions clients have.”

Career Summary

Jon is responsible for developing financial strategies and tax planning at SWA.

Jon is a member of the SWA Investment Advisory Board and Executive Committee.

Jon has over 20 years in finance covering a wide range of positions including, Chief Financial Officer of a large Twin Cities medical group.

He worked with international, regional and local public accounting firms.

Jon obtained his Bachelor of Arts degree in Accounting from the University of Wisconsin – Eau Claire.

Media: Jon has been quoted numerous times on financial planning related topics in professional and public press including the Minneapolis Star Tribune, NAPFA – The Advisor, AOL Daily Finance, and Fox 9 News.

Volunteer: Beyond the Yellow Ribbon, Church of St. Stephens, Knights of Columbus, City of Champlin Mississippi River Development Task Force, Dinner at your Door.

Becky Botzet, CFP®, EA

Wealth Advocate

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“With our world and personal lives changing constantly, creating a plan is only the first step to reaching our goals. For that reason, after we create a solid well rounded plan, we work closely and continuously with clients to provide guidance as their lives evolve.”

Career Summary

Becky works directly with clients as their Wealth Advocate.

Becky is responsible for designing and preparing financial plans and is a member of the SWA Investment Committee.

Becky has over 20 years in experience in the financial services industry.

Before joining SWA in 2015, she worked for a prominent regional brokerage for several years providing investment research and spent ten years working for independent comprehensive financial planning firms in the Minneapolis area.

Becky is a Certified Financial PlannerTM professional and Enrolled Agent.

Additionally, Becky obtained her Bachelors degree in Economics from the University of Minnesota, Twin Cities campus.

Association Involvement

National Association of Profession Financial Advisors (NAPFA)

National Association of Enrolled Agents (NAEA)

Financial Planning Association Member

Volunteer: Becky spends time with the BestPrep eMentor Program

Matt Wright, CFA®

Chief Investment Officer

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“I want our clients to understand that the long-term process is much more important than short-term outcomes. We can show our clients how to take advantage of the things we can actually control and mitigate the risk of those things we can’t.”

Career Summary

Matt leads the SWA Investment Committee.

His responsibilities include client portfolio analysis and recommendations.

He is also in charge of trading and rebalancing of client accounts.

Matt has over 12 years of investment research expertise.

Along with a Bachelor of Business Administration degree with a major in Finance, he also received minors in Chemistry and Environmental Engineering from the University of Minnesota, Duluth.

In 2008, he earned the Chartered Financial Analyst (CFA®) designation.

Kay Strand

Administrative Assistant

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“I like seeing clients achieve their goals—whether that be early financial independence or a child graduating from college with little to no debt. We help with all stages of life.”

Kay is the Administrative Assistant at Summit Wealth Advocates.

Kay works closely with Bruce and Jon in communications to clients, the website and special projects, as well as the day to day running of the business.

Before joining SWA in 2012, Kay worked in the same capacity for a financial advisory firm in Minneapolis for 8 years and for 9 years as an Office Manager/Controller for a construction company prior to that.

Kay also designs custom scrapbooks for clients with her own company, Timeless Creations.

Kay received a B.S. degree in Interior Design and a B.A. in Journalism from South Dakota State University in Brookings.

Volunteer: Shakopee Volleyball Association, Living Hope Church committees and various school organizations

Let's Talk

To get to know you and your financial needs better, we offer a complimentary "Get Acquainted" meeting.